Microsoft SharePoint
Microsoft SharePoint integration for sites, document libraries, files, and lists via Microsoft Graph
The Microsoft SharePoint integration lets your agents discover sites, browse and manage document libraries and files, and read and write SharePoint list items in a connected Microsoft 365 tenant through the Microsoft Graph API.
Prerequisites
- A Microsoft 365 account (work or school) with access to the SharePoint sites you want the agent to use.
- Permission to authorize third-party apps in your tenant. Many organizations require admin consent for the
Sites.*scopes.
Setup
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Open Integrations from the sidebar
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Select Microsoft SharePoint from the catalog
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Click Add Integration Config
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Give the config a display name (e.g., "SharePoint — Marketing").
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Click Connect and complete the Microsoft sign-in.
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In the OAuth scope picker, choose which Graph permissions to grant. Each scope is requested independently:
Scope Required for Recommended Read SharePoint sites ( Sites.Read.All)Discovering sites, browsing files and lists (read-only) Yes Edit SharePoint sites ( Sites.ReadWrite.All)Creating folders, uploading files, creating list items, deleting If the agent writes Read files ( Files.Read.All)Broader file-level read across OneDrive and SharePoint Optional Edit files ( Files.ReadWrite.All)Broader file-level write Optional Read user profile ( User.Read)Identifying the connected account Optional Stay connected ( offline_access)Background refresh so users aren't reprompted Yes Read-only tools accept either the read or the read/write scope — so you can grant the narrower
Sites.Read.Allwhen the agent never writes. -
Grant only what the agent actually needs — the OAuth picker lets you uncheck scopes you don't want exposed.
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Save the config
Connection testing is available — click Test on the saved config to verify the credentials and granted scopes against Microsoft Graph before deploying.
Using in Your Agent
- Open your agent in Agent Studio and select an Agent Step
- Under Attached Integration Configurations, click Attach configuration and choose your config
- Attach SharePoint tools from the tools panel
- Tools are referenced as
sharepoint.search_sites,sharepoint.list_drive_items, etc.
Most tools take IDs from earlier calls: start with Search Sites to get a site_id, then List Document Libraries for a drive_id, then browse with List Files & Folders. For lists, use List Lists to get a list_id.
Available Tools
Sites
| Tool | Description | Action Type |
|---|---|---|
search_sites | Search for sites across the tenant | ReadOnly |
get_site | Get a site by ID or hostname path | ReadOnly |
Document Libraries & Files
| Tool | Description | Action Type |
|---|---|---|
list_drives | List document libraries in a site | ReadOnly |
list_drive_items | List files and folders in a folder | ReadOnly |
get_drive_item | Get file/folder metadata and download URL | ReadOnly |
search_drive | Search files by name or content | ReadOnly |
create_folder | Create a folder | Reversible |
upload_text_file | Create or replace a small text file | Reversible |
delete_drive_item | Delete a file or folder (to recycle bin) | Irreversible |
Lists
| Tool | Description | Action Type |
|---|---|---|
list_lists | List the SharePoint lists in a site | ReadOnly |
list_list_items | List items (rows) in a list | ReadOnly |
get_list_item | Get a single list item with its fields | ReadOnly |
create_list_item | Create a new list item | Reversible |